Over the past year, China has grappled with escalating challenges—from a real estate meltdown to tech crackdowns and slowing growth—leading many investors to deem the country "un-investable." However, recent policy moves from Beijing, including significant interest rate cuts and liquidity injections, may point to a major inflection point ahead.

In this episode, Rob Duncan speaks with Forstrong's Research Analyst, Shibo Gu, on the ground in Northern China. Together, they unpack the latest stimulus measures and their potential impact on investors eyeing opportunities in the world's second-largest economy. Is this renewed optimism justified, or should caution still prevail?

Chapters

00:00 Introduction to China's Economic Landscape 03:28 Stimulus Measures and Their Implications 08:42 Investment Opportunities in the Wake of Stimulus 12:04 Market Outlook and Investor Sentiment 18:09 On-the-Ground Insights from China

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Previous posts on visiting China.

Ask Forstrong: Postcard from China

Global Thinking: Postcard from China, Part 2